Objectivity

TAG is free of bias in its recommendations regarding the selection and retention of investment managers and in choosing investment products and strategies. We do not sell investment products to our clients, thus we can choose from the entire universe of available talent.

Independence

We are not paid commissions, nor do we accept any indirect payments from investment managers, or other professionals we hire on behalf of our clients. These policies ensure the absence of any conflicts of interest.

Continuity

The team approach to client service at TAG ensures each client is served by at least two “owners” of the Firm. Our private ownership structure promises our clients a continuity of service rare in many financial institutions where personnel turnover is common.

Access/Buying Power

TAG’s existing clients have a powerful advantage in the substantial dollars they, as a group, invest. TAG also pools clients’ assets, where appropriate, to maximize diversification and to obtain access to investment managers not otherwise available.

Experience

TAG has been in business since 1983. Its senior management group averages over 20 years of experience in finance and investment. TAG’s substantial client base provides for a continuous interaction with many leading professionals (investment related, legal, etc.) and thus we are kept on the leading edge of new technologies, ideas and products.